← Back to searchVisit website
SSB&T WEALTH MANAGEMENT, LLC
CRD 328102 · SEC 801-128817
202 W. SAN ANTONIO STREET, FREDERICKSBURG, TX, 78624, United States
Phone
830-997-7575
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$445.1M
Discretionary AUM
$409.6M
Team
6 total employees; 3 advisory reps; 167 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 115 | $34.9M |
| High net worth individuals | 42 | $136.4M |
| Banking/thrift institutions | 1 | $218.7M |
| Pension/profit sharing plans | 1 | $35.5M |
| Charitable organizations | 4 | $12.9M |
| Corporations/business entities | 5 | $6.6M |
States served
TX
All web addresses on file
Official SEC filing: View on IAPD